TFC Financial Management

30 Federal Street, 7th floor - Boston, MA 02110

Main Phone: 617-210-6700 - Main Fax: 617-210-6750

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Client Advisory

TFC's Client Advisors provide a full array of services, as well as access to the firm's targeted planning techniques.

Jane Taubner Barney, JD, CFP®, Senior Client Advisor

Jane Taubner Barney joined TFC Financial Management in 2007, and is a participant of the firm's Financial Planning and Investment Committees. She provides comprehensive financial planning and investment advisory services for a select number of the firm's clients.

Prior to joining TFC Financial Management, Ms. Barney was a client service manager for Canby Financial Advisors, where she prepared financial plans and statements, conducted investment research, and made investment recommendations. Previously, she worked for MetLife Financial Services, where she prepared comprehensive financial plans, wrote recommendations, and conducted training classes for financial planners.

Ms. Barney is a graduate of New England Law | Boston and received her bachelor's degree in Computer Science/Management from Russell Sage College. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Massachusetts Bar Association.

Ms. Barney is past President of the Massachusetts Association of Women Lawyers and is a flutist in the Southeastern Philharmonic Orchestra. She has appeared as a host and guest on the Massachusetts Association of Women Lawyers' television program, "The Legal Line," discussing topics from life and disability insurance to financial, investment, and retirement planning.

Kathleen A. Chianca, CFP®, Vice President

Kathleen Chianca joined TFC Financial Management in 1995, and is a participant of the firm's Financial Planning and Investment Committees. She works directly with many of TFC's clients in all areas of the financial planning process, specializing in cash flow analysis and budgeting.

Ms. Chianca brings to TFC the knowledge and experience gained through years of operating a bookkeeping service for a wide variety of businesses, including law firms and real estate management entities, as well as high-net-worth individuals.

Ms. Chianca is working toward a bachelor's degree at the University of Massachusetts Boston in Women's Studies and Gerontology. Additional education includes courses sponsored by the Insurance and Financial Services Institute at Northeastern University. She is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Mary M. Evans, CFP®, Associate Advisor

Mary Evans joined TFC Financial Management in 2011. She provides financial planning service support to a select number of the firm's clients.

Prior to joining TFC Financial Management, Ms. Evans worked with a fee-only wealth management firm in Boston where she helped to design and maintain client portfolios by building long-term financial projections and retaining appropriate allocation of investment models for clients. Ms. Evans previously worked closely with graduate students on career planning and placement services for both Bentley College's McCallum Graduate School of Business and Babson College's MBA Center for Career Development at the F.W. Olin Graduate School of Business. She spent eleven years at PricewaterhouseCoopers, LLP in a variety of roles as a member of the audit staff, in human resources and also led the campus recruiting program for the Boston office.

Ms. Evans holds her Bachelor of Science degree from the Carroll School of Management at Boston College, with a concentration in accounting. In December 2006 she completed her Master of Science in Financial Planning from the McCallum Graduate School of Business at Bentley College, now Bentley University. In 2010, Ms. Evans earned her CERTIFIED FINANCIAL PLANNER™ designation.

Corey H. Peterson, CFP®, Associate Advisor

Corey Peterson joined TFC Financial Management in 2009, and is a participant of the firm's Financial Planning and Investment Committees. He provides comprehensive financial planning and investment management support to the firm's clients.

Prior to joining TFC Financial Management, Mr. Peterson was an Associate Financial Planner at G.W. & Wade, where he provided support relative to asset management, income tax management, estate planning, charitable planning, and debt management. Previously, he worked for John Hancock where he managed an investment and insurance practice.

Mr. Peterson is a graduate of Suffolk University and a CERTIFIED FINANCIAL PLANNER™ practitioner. He has successfully completed the Series 7, and Series 66, as well as the Massachusetts Life, Accident and Health Insurance exams. Mr. Peterson serves on the Finance Committee of the SAMFund and has volunteered as a Financial Coach through Dana-Farber's Patient Outreach and Family Assistance Office.

Leann N. Sullivan, CFP®, Vice President

Leann Sullivan joined TFC Financial Management in 2001. She is a participant of the firm's Financial Planning and Investment Committees and provides financial planning and investment advisory services for a select number of the firm's clients.

Prior to joining TFC Financial Management, Ms. Sullivan was a wealth management advisor for Legg Mason Wood Walker, where she worked with high-net-worth clients to develop and implement comprehensive financial plans. She also provided direction relative to estate planning, charitable planning, risk management, asset management, debt management, and tax management.

Ms. Sullivan previously spent seven years working at Merrill Lynch advising affluent executives regarding stock options, college planning, and retirement planning. Plans that she developed generally included analysis of net worth, asset allocation, and investment strategies.

Ms. Sullivan graduated from Fairfield University in Connecticut, where she received B.S. degrees in finance and marketing. She is a member of the Boston Estate Planning Council and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Scott A. Swartz, CFP®, Vice President

Scott Swartz joined TFC Financial Management in 2011. He provides comprehensive financial planning and investment advisory services for a select number of the firm’s clients and is a participant of the firm’s Financial Planning and Investment Committees.

Prior to joining TFC Financial Management, Mr. Swartz was a Partner and Senior Financial Counselor with The Colony Group, LLC where he worked with high net-worth individuals and families on investment management, estate planning, risk management, concentrated wealth positions, and other financial planning areas. He also worked closely with clients on income tax planning and tax return preparation.

Mr. Swartz is a graduate of Bowdoin College in Brunswick, ME where he received a B.A. degree in History. He earned his MBA from the University of North Carolina – Chapel Hill’s Kenan-Flagler School of Business with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Mr. Swartz serves on the Board of the Walter Trumbell Scholarship at the Middlesex School in Concord, MA.